Financial Planning Specialist

13 hours ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time
About the Role

Tate Recruitment is seeking a skilled Financial Planning Specialist to join our team in Hertford, covering Herts and Essex. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning services to high net worth clients.

The ideal candidate will have a strong understanding of financial planning principles, with a focus on cashflow and lifestyle planning. You will be responsible for conducting research on products and services, implementing anti-money laundering processes, and providing holistic financial planning advice.

Main Responsibilities:

  • Conduct research on products and services to support client financial planning needs
  • Implement anti-money laundering processes to ensure compliance
  • Present financial recommendations to clients in a clear and concise manner
  • Maintain ongoing relationships with clients through regular reviews and updates
  • Stay up-to-date with regulatory changes and industry developments

Requirements:

  • Diploma in Financial Planning (Level 4) or chartered status ideal
  • Minimum 5 years' experience in authorised financial planning with competent adviser status
  • Cashflow and lifestyle planning expertise
  • Strong ambition, attention to detail, and excellent communication skills

Salary and Benefits:

  • Competitive salary: £75,000 (Basic) + Generous Bonus Scheme, Achievable OTE £150k Year One
  • Opportunities for career growth and professional development


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